Whittier Trust CO Of Nevada Inc Portfolio Holdings

Whittier Trust CO Of Nevada Inc

  • $3.91 Billion
  • Q1 2025

Whittier Trust CO Of Nevada Inc has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.91 Billion distributed in 1743 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $251M, Microsoft Corp with a value of $236M, Nvidia Corp with a value of $137M, Spdr S&P 500 ETF Trust with a value of $134M, and Amazon Com Inc with a value of $114M.

Examining the 13F form we can see an decrease of $113M in the current position value, from $4.02B to 3.91B.

Below you can find more details about Whittier Trust CO Of Nevada Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.91 Billion
ETFs: $1 Billion
Technology: $890 Million
Financial Services: $482 Million
Consumer Cyclical: $299 Million
Healthcare: $290 Million
Industrials: $251 Million
Communication Services: $221 Million
Energy: $167 Million
Other: $304 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$1.54 Million 0.04% of portfolio
789
Q1 2025 Reduced 5.96%
$576B
$1.72 Million 0.04% of portfolio
1,842
Q1 2025 Added 109.32%
$77.5B
$1.4 Million 0.04% of portfolio
2,742
Q1 2025 Added 11.06%
$0
$1.73 Million 0.04% of portfolio
45,032
Q1 2025 Reduced 0.28%
$0
$1.41 Million 0.04% of portfolio
18,440
Q1 2025 Reduced 5.14%
$0
$1.38 Million 0.04% of portfolio
7,014
Q1 2025 Added 6.74%
$30.7B
$1.6 Million 0.04% of portfolio
30,272
Q1 2025 Reduced 3.33%
$156B
$1.4 Million 0.04% of portfolio
23,590
Q1 2025 Reduced 2.82%
$0
$1.38 Million 0.04% of portfolio
14,093
Q1 2025 Added 8.3%
$39.8B
$1.72 Million 0.04% of portfolio
7,416
Q4 2024 Reduced 4.51%
$0
$1.4 Million 0.04% of portfolio
8,109
Q1 2025 Reduced 12.69%
$93.9B
$1.41 Million 0.04% of portfolio
6,077
Q1 2025 Reduced 0.65%
$9.71B
$1.58 Million 0.04% of portfolio
25,500
Q1 2022 New
$118B
$1.06 Million 0.03% of portfolio
11,830
Q1 2025 Reduced 2.12%
$101B
$1.06 Million 0.03% of portfolio
3,157
Q1 2025 Added 37.26%
$66.8B
$1.06 Million 0.03% of portfolio
9,489
Q3 2024 Reduced 1.51%
$221B
$1.25 Million 0.03% of portfolio
17,052
Q1 2025 Added 11.05%
$18.7B
$1.06 Million 0.03% of portfolio
7,746
Q1 2025 Reduced 1.1%
$102B
$1.35 Million 0.03% of portfolio
4,098
Q1 2025 Reduced 0.61%
$99B
$1.32 Million 0.03% of portfolio
4,983
Q1 2025 Reduced 3.05%
$22.8B
$1.36 Million 0.03% of portfolio
6,620
Q3 2024 Added 1,153.79%
$54B
$1.15 Million 0.03% of portfolio
18,333
Q1 2025 Added 5.6%
$35.8B
$1 Million 0.03% of portfolio
13,391
Q1 2025 Added 5.88%
$0
$1.27 Million 0.03% of portfolio
34,562
Q1 2025 Added 13.44%
$67.2B
$1.34 Million 0.03% of portfolio
3,887
Q1 2025 Reduced 21.95%
$43.7B
$1.02 Million 0.03% of portfolio
6,373
Q1 2025 Added 7.36%
$0
$1.24 Million 0.03% of portfolio
18,749
Q3 2023 Added 167.84%
$0
$1.08 Million 0.03% of portfolio
9,600
Q1 2019 Reduced 5.88%
$17.2B
$1 Million 0.03% of portfolio
32,315
Q1 2025 Added 4.76%
$0
$1.22 Million 0.03% of portfolio
24,714
Q1 2025 Reduced 0.1%
$0
$1.26 Million 0.03% of portfolio
12,905
Q4 2024 Reduced 0.54%
$0
$993,000 0.03% of portfolio
7,982
Q1 2025 Added 60.8%
$0
$1.2 Million 0.03% of portfolio
38,661
Q4 2024 Reduced 1.09%
$0
$1.17 Million 0.03% of portfolio
11,386
Q1 2025 Reduced 1.78%
$64.7B
$1.18 Million 0.03% of portfolio
14,754
Q1 2025 Added 124.4%
$0
$1.33 Million 0.03% of portfolio
41,613
Q1 2025 Added 5.2%
$0
$1.08 Million 0.03% of portfolio
32,406
Q1 2025 Reduced 18.54%
$352B
$1.07 Million 0.03% of portfolio
3,979
Q1 2025 Added 26.2%
$11B
$1.18 Million 0.03% of portfolio
10,000
Q1 2023 Reduced 0.53%
$0
$1.05 Million 0.03% of portfolio
43,532
Q3 2024 Reduced 10.64%
$47.8B
$1.34 Million 0.03% of portfolio
12,815
Q1 2025 Added 5.0%
$82B
$1.2 Million 0.03% of portfolio
865
Q1 2025 Reduced 12.09%
$12.4B
$977,000 0.03% of portfolio
5,204
Q1 2025 Reduced 8.77%
$0
$1.1 Million 0.03% of portfolio
65,724
Q1 2025 New
$0
$1.06 Million 0.03% of portfolio
12,295
Q1 2021 Reduced 1.6%
$0
$1.34 Million 0.03% of portfolio
5,058
Q1 2025 Added 11.07%
$0
$1.04 Million 0.03% of portfolio
6,451
Q1 2024 Reduced 5.71%
$14.9B
$1.25 Million 0.03% of portfolio
30,500
Q4 2024 New
$73.8B
$711,000 0.02% of portfolio
1,784
Q4 2024 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 1,743
  • Current Value $3.91 Billion
  • Prior Value $4.02 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 121 stocks
  • Additional Purchases 482 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 322 stocks
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